Your Account

Get started with Benefix and make the most of your account

12 articles in this collection
Written by Lauren Hershey, Cindy Fillgrove, and Jenni Calabrese

Account Maintenance

Edit Your Account Information

Configure and customize your Benefix account

Written by Jenni Calabrese
Updated over a week ago

How to "Favorite" Plans

Indicate your most frequently-used plans for quicker quoting

Written by Jenni Calabrese
Updated over a week ago

Email Communication Settings

How to choose which emails you receive

Written by Jenni Calabrese
Updated over a week ago

Password Guide

How to unlock your account, reset or recover your password

Written by Cindy Fillgrove
Updated over a week ago

Roles and Permissions

Detailed permissions for each account level

Written by Lauren Hershey
Updated over a week ago

Account Admin Maintenance

Account Billing Information

Configure or edit your account's payment details

Written by Cindy Fillgrove
Updated over a week ago

Configure Quoting Options

Select which states and carriers your brokerage will quote

Written by Jenni Calabrese
Updated over a week ago

Proposal Set Up

How to add your brokerage's logo, branding colors, and contact info

Written by Cindy Fillgrove
Updated over a week ago

Default Sort Order

Choose the order in which medical plans appear on your proposal by default

Written by Jenni Calabrese
Updated over a week ago

How to Invite a User

Available to Account Admin level permissions

Written by Jenni Calabrese
Updated over a week ago

How to Invite a Downline Broker or Brokerage

Available to GA Admin level permissions

Written by Jenni Calabrese
Updated over a week ago

UnitedHealthcare Appointment

Important message regarding UHC quoting

Written by Lauren Hershey
Updated over a week ago